May 2024
Every professional involved in tax and estate planning knows that we exist in a world where a big ticking clock is counting down to a potentially seismic change that will impact estates and how they are taxed. We are referring to the enacted sunsetting of the current gift and estate tax exemption amounts at the […]
C3 Financial Partners
May 2024
Every professional involved in tax and estate planning knows that we exist in a world where a big ticking clock...
April 2024
In his epic novel “The Godfather,” Mario Puzo wrote, “It’s all personal, every bit of business.” Entrepreneurs and owners of...
March 2024
Life insurance is one of the oldest financial planning tools in existence.  The earliest known life insurance policy was...
February 2024
Late-in-life marriages can bring joy, companionship, and, in many situations, another chance at love.  Conversely, a late-in-life divorce might mean...
January 2024
Your support of a community organization is not just an act of generosity but can also be part of your...
December 2023
Our founder, Todd Healy, recently stumbled across this quote from Andy Rooney: “I’ve learned that life is like a roll...
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